Kit Mastroberto

Background

About Kit Mastroberto

As a Merrill Senior Financial Advisor, my objective is to develop personalized, strategic advice and guidance to address the complex needs of every client. It is my practice to promote a systematic approach to investing for each client's financial future consistent with and based upon their risk tolerance, time horizon, liquidity needs and overall investment goals. Together with other Merrill specialists, I advise clients across their total financial picture. I help my clients in preparing for their retirement, creating strategies for educational savings, managing their investment portfolios, and establishing wealth preservation and wealth transfer strategies. Prior to joining Merrill in 2004, I worked for nine years as a credentialed actuary at a highly recognized pension and retiree benefits consulting firm where I helped advise companies on the development, implementation, and valuation of their retirement programs. I earned a BS in Mathematics from the University of Michigan. I joined Merrill to bring this knowledge to the individual and small business investor. I understand your need to preserve and grow your wealth. It is my job to find out what is important to you. My goal is very simple: to make an important contribution to the quality of your financial life.*Chartered Retirement Planning Counselor℠ and CRPC® are registered service marks of the College for Financial Planning.